Connect Zoho WorkDrive and Perfex CRM to Build Intelligent Automations
Ready to use Zoho WorkDrive and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Zoho WorkDrive data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho WorkDrive and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho WorkDrive and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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